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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1201
Ogorek Anthony Joseph
New York
$33K +$35.5K +513 New
ACA
1202
Atlas Capital Advisors
Wyoming
$32.9K – – –
DRP
1203
Decker Retirement Planning
Utah
$32.2K -$9.75K -141 -22%
PR
1204
Payden & Rygel
California
$32K -$14.9K -215 -31%
FFA
1205
Frazier Financial Advisors
Ohio
$30.4K – – –
SRCM
1206
Signature Resources Capital Management
California
$29.9K +$29K +420 +1,200%
PWMG
1207
Prestige Wealth Management Group
New Jersey
$28.2K – – –
CT
1208
Colonial Trust
South Carolina
$26.9K – – –
DCM
1209
Davidson Capital Management
Texas
$26.6K -$40.7M -588,704 -100%
CI
1210
CX Institutional
Indiana
$26K +$27.5K +397 New
TFA
1211
Toth Financial Advisory
Virginia
$25.9K – – –
OWP
1212
ORG Wealth Partners
Texas
$24.8K – – –
EWP
1213
Elevation Wealth Partners
California
$24.6K +$138 +2 +0.5%
BDPWM
1214
Barnes Dennig Private Wealth Management
Ohio
$23.6K +$24.8K +359 New
CCM
1215
Cloud Capital Management
Washington
$23K +$24.3K +352 New
OWA
1216
Opal Wealth Advisors
New York
$22.9K +$24.1K +348 New
VWA
1217
VSM Wealth Advisory
Maryland
$22.8K – – –
JFGIW
1218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K – – –
CPG
1219
Cornerstone Planning Group
New Jersey
$20.5K +$4.77K +69 +27%
HWA
1220
HHM Wealth Advisors
Tennessee
$20.4K +$21.1K +305 +6,100%
LWMI
1221
Legacy Wealth Management (Idaho)
Idaho
$19.7K – – –
RFA
1222
Reyes Financial Architecture
California
$19.7K – – –
NMG
1223
New Millennium Group
Utah
$18.1K +$69 +1 +0.4%
DPW
1224
DiNuzzo Private Wealth
Pennsylvania
$17.8K – – –
APW
1225
Atlantic Private Wealth
North Carolina
$17.6K +$69 +1 +0.4%
47 48
49
50 51